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earningscatalyst
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$NVDA P/E AT 11-YEAR LOW — HISTORIC OPPORTUNITY AHEAD 💎
Bank of America just dropped a report that confirms what I've been watching: NVIDIA's forward P/E is 18.7x — roughly half its 10-year average of 37x, and near an 11-year low. The market has priced in all the pessimism on HBM costs and ASIC competition, but the bank sees a 75% gross margin hold and a $119B supply chain moat.
The Rubin AI platform is expected to offset cost pressures with higher ASPs. This setup screams re-rating potential as August earnings approach.
Are you buying the weakness or waiting for a breakout confirmation?
Not financial advice. Always manage your risk.
$NVDA #ValuePlay #EarningsCatalyst #BuyTheDip
💎
Bank of America just dropped a report that confirms what I've been watching: NVIDIA's forward P/E is 18.7x — roughly half its 10-year average of 37x, and near an 11-year low. The market has priced in all the pessimism on HBM costs and ASIC competition, but the bank sees a 75% gross margin hold and a $119B supply chain moat.
The Rubin AI platform is expected to offset cost pressures with higher ASPs. This setup screams re-rating potential as August earnings approach.
Are you buying the weakness or waiting for a breakout confirmation?
Not financial advice. Always manage your risk.
$NVDA #ValuePlay #EarningsCatalyst #BuyTheDip
💎
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